• On-Demand Video

Special Needs Trusts 2021

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TypeTitleStartEndCLEPrice
On-Demand Video

---------- CLE 4 sub/0 eth PRICE Regular: $249.00
 New Attorney: $125.00
 Subscribers Pay: $0.00

About

IDENTIFY THE TYPES OF SPECIAL NEEDS TRUSTS AND HOW TO CHOOSE THE MOST APPROPRIATE TYPE

  • Trust funded with disabled beneficiary’s assets
  • Trust funded with third party assets
  • Pooled trusts
  • ABLE Accounts

IDENTIFY THE REQUIREMENTS OF EACH TYPE OF TRUST 

LEARN HOW TO DRAFT AND ADMINISTER SPECIAL NEEDS TRUSTS

  • Selection of trustee
  • The role of the corporate fiduciary in administering SNTs
  • Relationships with trustee
  • Creation
  • Operation
  • Taxes
  • Administrative issues

IDENTIFY SITUATIONS WHERE SPECIAL NEEDS TRUSTS CAN BE HELPFUL

  • Personal injury settlements
  • Divorce
  • Estate and trust plans
  • Know when to establish a pooled trust through a nonprofit agency

OVERVIEW OF THE ABLE ACT AND COMPARE/CONTRAST TO SNTs

Materials: All attendees will receive a digital download of the course book prepared specifically for this course. 

Recorded in August 2021.

Practice Areas

Faculty

NameFirm/Company
Nora Gieg Chatha Esq. Tucker Arensberg, P.C. (Pgh)
Dennis C. McAndrews Esq. McAndrews, Mehalick, Connolly, Hulse and Ryan P.C. (Berwyn)
Lesley M. Mehalick Esq. McAndrews, Mehalick, Connolly, Hulse and Ryan P.C. (Berwyn)
Faculty may vary by location.
PBI reserves the right to substitute speakers at all programs.
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